9 Year-End Planning Items to Discuss With Your Clients Now

Nov 24, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
Print AAA
Add to My Archive
My Folder

My Notes
Save
There are certain items that must be addressed before year-end. If you haven’t discussed these nine items with clients yet, now is the time to get it done. With sample communications, checklists and meeting agenda.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2021 Horsesmouth, LLC. All Rights Reserved.